Client reviews
G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...
Forum Discussion
Anne-Graham
Advisely Index Top 10
Advisely Index Top 10Hi MandyP - this is an issue close to my heart. Our ongoing clients are the core of our business and looking after them in an efficient yet personal way is really important. We've tried various approaches to the review process, some more successful than others. What works for us now is the use of threads within xplan to automate the review process somewhat and make it a consistent experience for clients and our team. We try to spread the reviews throughout the year to avoid bottlenecks and manage workflow. One tip though, which is probably obvious but worth mentioning, is to use an online calendar for appointments and send the link to the client so they can make an appointment (online or face-to-face) at a date and time that suits them. It saves so much back and forth. Another step we take at review time is reviewing our data from a compliance perspective to make sure we have the most current documents or ID, and that nothing is missing. It is then easy to bring this up when speaking with the client. I'm looking forward to hearing about processes from other businesses too.
Thanks Anne. Great comment. I agree the software provides great support for the process (threads etc. ) and compliance agendas/checklists. Do you have a standard template that you use to build the client review report?
- Anne-Graham
Glad to be of help MandyP . We have a 'reverse fact find' for the client review report but I'm not entirely happy with it - it tends to contain information that I don't use for a review meeting. We have a standard agenda which is just a Word doc and is basically a prompt for the advisers' discussion with the client.
